Welcome to Kotak Life Insurance Team

Kotak Mahindra Life Insurance, a subsidiary of Kotak Mahindra Bank, is a privately held life insurance company in India. Established in 2001, it offers a range of life insurance products, including savings plans, ULIPs, term insurance, and retirement plans. Kotak Life aims to provide financial security and long-term savings for its customers.

Job Role:

Ø Develop a plan comprising.

· HNI prospects

· Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills

Ø Monitor the SM / RDM skill transitions, validate skill transitions of SMs / RDMs and coach ABM / BRDM on the gaps in areas of SM / RDM development

Ø Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs

Ø Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month

Ø Control execution of plans as per above.

Ø Maintain a check on business health parameters such as Persistency, LA Commission, Product Mix, Claims, ECS / SI percentage and take corrective actions.

Team Responsibility:

3-5 – Assistant Branch Manager (ABM) / Branch Recruitment Development Manager (BRDM)

Each ABM / BRDM has a unit of 8-10 Sales Managers / Recruitment and Development Managers

We have multiple exciting openings in various industries for sales in cochin.

If you’re passionate about sales and looking for a new challenge, we’d love to hear from you!

Essential Knowledge, Skills, and Experience

• Team Handling
• Agency Handling
• Insurance Agency Channel
• Agency Sales